Schneider National (SNDR) vs ZTO Express (Cayman) (ZTO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Schneider National (SNDR) has outperformed ZTO Express (Cayman) (ZTO) over the past year, gaining 36.3% versus a gain of 5.6%. Over five years, SNDR leads with a +32.7% price change compared with -35.5% for ZTO. ZTO Express (Cayman) is the larger company by market cap ($15.07 billion vs $5.52 billion), about 2.7 times the size.
On valuation, ZTO Express (Cayman) trades at a lower forward P/E (9.0x vs 18.7x for Schneider National). ZTO Express (Cayman) offers the higher dividend yield (13.29% vs 1.24%). ZTO Express (Cayman) converts more of its revenue into profit, with a net margin of 18.5% versus 1.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | SNDR | ZTO |
|---|---|---|
| Share price | $31.50 | $20.15 |
| Market cap | $5.52B | $15.07B |
| 1-day change | -0.72% | +1.26% |
| YTD return | +18.73% | -3.54% |
| 1-year return | +36.30% | +5.61% |
| 5-year return | +32.74% | -35.52% |
| P/E ratio (TTM) | 50.00 | 11.01 |
| Forward P/E | 18.71 | 9.00 |
| EPS (TTM) | $0.63 | $1.83 |
| Dividend yield | 1.24% | 13.29% |
| Annual dividend | $0.39 | $2.68 |
| Revenue (latest FY) | $5.67B | $7.02B |
| Revenue growth (YoY) | +7.25% | +15.74% |
| Net income (latest FY) | $103.60M | $1.30B |
| Gross margin | — | 24.99% |
| Operating margin | 2.98% | 21.33% |
| Net margin | 1.83% | 18.49% |
| 52-week high | $39.27 | $26.20 |
| 52-week low | $20.11 | $18.11 |
| Distance from 52-week high | -19.79% | -23.09% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +16.32% | +37.97% |
| Average volume | 769.58K | 2.26M |
| Shares outstanding | 92.27M | 541.93M |
| Employees | 19,000 | 23,888 |
| Sector | Industrials | Industrials |
| Industry | Trucking Freight/Courier Services | Trucking Freight/Courier Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ZTO Express (Cayman) is about 2.7 times larger than Schneider National by market value ($15.07B vs $5.52B).
- SNDR has outperformed ZTO by 30.7 percentage points over the past year.
- Schneider National trades at a higher earnings multiple (50.0x vs 11.0x trailing P/E).
- ZTO Express (Cayman) offers a meaningfully higher dividend yield (13.29% vs 1.24%).
- ZTO Express (Cayman) is more profitable, keeping 18.5 cents of every revenue dollar as net income versus 1.8 cents for Schneider National.
- ZTO Express (Cayman) grew revenue faster in its latest fiscal year (+15.74% vs +7.25%).
About Schneider National
SNDR stock →Schneider National, Inc., together with its subsidiaries, provides multimodal surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates in three segments: Truckload, Intermodal, and Logistics.
Industrials · Trucking Freight/Courier Services · 19,000 employees
About ZTO Express (Cayman)
ZTO stock →ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China.
Industrials · Trucking Freight/Courier Services · 23,888 employees
SNDR vs ZTO FAQ
Which is bigger, Schneider National or ZTO Express (Cayman)?
ZTO Express (Cayman) (ZTO) is larger, with a market capitalization of $15.07B compared with $5.52B for Schneider National (SNDR).
Which stock has performed better over the past year, SNDR or ZTO?
SNDR returned +36.30% over the past 12 months, compared with +5.61% for ZTO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, SNDR or ZTO?
ZTO has the lower trailing P/E at 11.0, versus 50.0 for SNDR. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Schneider National or ZTO Express (Cayman)?
ZTO Express (Cayman) has the higher yield at 13.29%, compared with 1.24% for Schneider National.
Are Schneider National and ZTO Express (Cayman) in the same industry?
Yes. Both are classified in the Trucking Freight/Courier Services industry within the Industrials sector.